+173.7%
VEA vs FLEX
+1,194.0%
-1,020.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | 0.0% |
| 7D | +1.0% | -0.9% | +1.9% | +1.2% |
| 30D | +1.9% | -10.1% | +12.1% | +4.7% |
| 3M | +3.2% | -31.3% | +34.6% | +12.6% |
| 6M | +10.2% | +71.3% | -61.0% | -9.8% |
| YTD | +18.9% | +81.2% | -62.4% | -4.9% |
| 1Y | +29.3% | +98.5% | -69.2% | -0.2% |
| 3Y | +76.8% | +428.2% | -351.5% | -2.4% |
| 5Y | +61.2% | +657.3% | -596.0% | -22.1% |
| 10Y | +163.3% | +995.9% | -832.6% | +0.1% |
| All | +173.7% | +1,194.0% | -1,020.3% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FLEX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling